Nvidia Executive Director is Jensen Huang holds Blackwell Geforce RTX 50 series GPU (L) and RTX 5000 Laptop while delivering the main address at the Consumer Electronics Show (CES) in Las Vegas, Nevada, January 6, 2025.
Patrick T. Fallon | AFP | Getty Images
Nvidia Reports to earnings in the fourth quarter on Wednesday after the bell.
Here’s what Wall Street expects, according to LSEG consensus estimates:
- EPS: $ 0.84, customized
- Income: $ 38.04 billion
The Nvidia earning report on Wednesday will complete the touch to one of the most prominent years from the big company ever. Not only do analysts expect an increase in the 72% revenue in the quarter that ended in January, but it is expected that sales for the entire fiscal year will double than double at almost $ 130 billion.
The company’s growth guard has been encouraged by the fact that its graphic data processing units or GPUs are essential hardware to build and apply artificial intelligence applications such as OpenAI’s Chatgpt.
In the last two years, the Nvidia section has increased more than 440%, and this was sometimes the most valuable American company with a market limit over $ 3 trillion.
But the meteoric growth has slowed down in recent months – he traded at the same price as last October. Declaning companies is an investors’ questions about what Nvidia is doing as follows and can continue to grow.
The Nvidia Jensen Huang CEO will be given the opportunity to answer the long -term questions of investors and analysts on Wednesday about what AI Boom looks like for two years.
In particular, Nvidia investors are concerned about any signs that the most important customers of the company – hyperm -based cloud companies – could spin the belts after years of large capital expenditures. They were also shaken by the Chinese AI model, Deepseek’s R1, which challenged the assumptions that more Nvidia chips would need to build a smarter AI.
There is also a possibility that attention to Deepsek could cite US officials to further limit Nvidii -is export of AI chips in cinema based on national security. Nvidia is already forbidden to deliver its most advanced AI chips in the region, and makes a particularly limited version of its chips especially for China.
In addition, investors will want to know how Blackwell Rollout goes after reports This distribution of some versions of the latest AI chip Nvidia can take place more slowly than previously expected because of the heating and challenges of yield.
Morgan Stanley analysts estimated this month Microsoft will make almost 35% of consumption in 2025. On Blackwell, Google is at 32.2%, Prophet at 7.4% and Amazon to 6.2%.
Last week, TD Cowen analysts said they learned that Microsoft had canceled tenants with private data operators and slowed down their negotiations to enter new tenants. The report has raised the fear of growth of growth of AI infrastructure, of which a large part of the consumption is on Nvidia’s chips.
Microsoft pushed out on Monday, saying that he was still planning to spend $ 80 billion on 2025 infrastructure. Plus, most other key customers Nvidia advertised big investments. The alphabet goal $ 75 billion In capital expenditures this year, Target will consume as much as $ 65 billion And Amazon is aimed at spending $ 100 billion.
“We spoke with the participants of the industry over the weekend, and although it is certainly possible that there are longer changes in time relating to the country, the Microsoft GPU has not changed,” wrote analyst Morgan Stanley Joseph Moore in a note this week. It has a target price of $ 152 on Nvidia sections.
However, investors will listen to all the signs that the relationship between Nvidia -es is strong with cloudy companies. They will also listen to Nvidia’s guidelines for his fiscal 2026. And how many growth can be expected during last year’s elevated sales.
